Who Will Take Care of Your Affairs If You Can’t?
Planning for Incapacity A question that we regularly ask clients during annual reviews is whether they have all of their estate documents drafted. Most people think that having a will or trust is sufficient, but it only guides what should happen after you die. If you are unable to conduct your affairs due to an…
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How Companies Use Your Identity and What You Can Do to Protect It
One of the most valuable things you own is YOU. Your identity includes the basics – where you live, your age, and your gender. But it also includes your interests, who you know, and what you buy. So, do you know who has your identity? We explore the life cycle of your identity and what…
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A Brief Explanation of the GameStop Trading Fiasco
If you’re confused about why GameStop stock has dominated the financial news cycle in the last few weeks you’re not alone. A year ago GameStop stock traded around $5 per share, late last month it went as high as $483. Like a lot of financial markets phenomena, there isn’t just one root cause underlying the…
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Unexpected Consequences
The COVID-19 pandemic has changed the world we live in, and not necessarily all for the negative. With the one-year anniversary of the first government shutdowns approaching, we look at the pandemic impact of things outside of our control. Higher Savings Rates Millions have lost their jobs or had income decline, so you’d…
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Punxsutawney Phil and your Financial Planner
Today marks Groundhog Day, the only day of the year where we relinquish our meteorological forecasting to a precocious rodent. Punxsutawney Phil, the famed groundhog who annually graces us with his presence at Gobbler’s Knob, helps determine whether we’re in store for 6 more weeks of Winter or if Spring is on its way. You…
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